SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,195
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$19.6M
3
+$17.8M
4
PLTR icon
Palantir
PLTR
+$17.6M
5
APP icon
Applovin
APP
+$17.4M

Top Sells

1
+$51.9M
2
+$30.4M
3
+$22.1M
4
MRVL icon
Marvell Technology
MRVL
+$20.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.7M

Sector Composition

1 Technology 15.81%
2 Financials 8.05%
3 Consumer Discretionary 5.95%
4 Healthcare 5.19%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$132K ﹤0.01%
6,886
+1,239
1852
$132K ﹤0.01%
5,999
-2,611
1853
$132K ﹤0.01%
4,620
+30
1854
$132K ﹤0.01%
1,813
-8
1855
$132K ﹤0.01%
1,506
-922
1856
$132K ﹤0.01%
4,794
+17
1857
$131K ﹤0.01%
1,038
-174
1858
$131K ﹤0.01%
824
+49
1859
$131K ﹤0.01%
632
-36
1860
$130K ﹤0.01%
3,717
-4,599
1861
$130K ﹤0.01%
3,775
-600
1862
$130K ﹤0.01%
2,607
+363
1863
$130K ﹤0.01%
1,821
-5,435
1864
$130K ﹤0.01%
7,550
-3,842
1865
$130K ﹤0.01%
1,576
+84
1866
$130K ﹤0.01%
3,449
+194
1867
$130K ﹤0.01%
1,684
-1,137
1868
$130K ﹤0.01%
15,000
+2,000
1869
$130K ﹤0.01%
4,274
+58
1870
$130K ﹤0.01%
3,390
+729
1871
$129K ﹤0.01%
11,500
1872
$129K ﹤0.01%
13,989
+3,264
1873
$129K ﹤0.01%
3,567
+140
1874
$129K ﹤0.01%
734
-434
1875
$128K ﹤0.01%
21,814
-498
73 74
75
76 77